Managing Workflow | Online Help - Zoho CRM

Automating Workflows - An Introduction

Workflow management helps you to automate your sales, marketing and support. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields.  Workflow automation consists of the following components:
  • Workflow Rules - A set of rules that are executed when specified conditions are met.
  • Email Notifications - Automated email notifications sent on triggering a workflow rule.
  • Tasks - Tasks that are assigned to the users when workflow rules are triggered.
  • Field Updates - Automatically updating specified field values when workflow rules are triggered.
  • Webhooks - Communicates with third-party applications by sending instant web notification (one-way) every time an event occurs in Zoho CRM.
  • Functions in Workflows - Develop a set of Deluge Scripts to receive response from other applications and update CRM modules when the workflow criteria is fulfilled.

Workflow Rules are effective only if associated with Email Notifications, Tasks and Field Updates. When a rule is triggered, the alerts, tasks and field updates associated to the rule will also be triggered. For example, to send email notifications to the recipients, you must always associate an alert to the rule. You can also associate workflow tasks to a rule to assign work to the users.

An example of the workflow rule in Zoho CRM, is the Big Deal Alert rule. This rule is executed when the Sales Amount and probability of winning the business opportunity crosses a significant value. When this rule is triggered, notification is sent to the management and other colleagues in your Sales team. You can edit this rule and its criteria to define your own big deal alert.

Benefits

  • Improves efficiency by eliminating the manual work of assigning tasks.
  • Reduces operating costs.
  • Improves business processes through standardized working methods.
SEE ALSO


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Workflow Report

                                                                                                        Workflow rules play a crucial role in simplifying your business processes by automating various tasks. By defining specific conditions, you can determine whether a rule should be applied or not to the records in your system. This automation helps in ...
                                                                                                      • Workflow Scenarios

                                                                                                        Workflow rules help automate several sales processes in your business. Following are a couple of scenarios that demonstrate the use of workflow rules in Zoho CRM. Create a workflow rule to automate task assignment Let's say you want a task to be ...
                                                                                                      • FAQs: Workflow Rules

                                                                                                        What is a workflow rule? Workflow rules in Zoho CRM are designed to enhance productivity of the users and reduce manual work by automating routine activities in a business process. They allow you to create rules that can trigger different action ...
                                                                                                      • Workflow for Appointments

                                                                                                        This feature is opened in a phased manner and will soon be available for all users. Have questions on using workflow rules in CRM? Join this exclusive Ask-Me-Anything session on CRM Workflow Rules and seek answers to your queries from our panel of ...
                                                                                                      • Configuring Workflow Rules

                                                                                                        Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources